The IPO Playbook

The IPO Playbook

An Insider's Perspective on Taking Your Company Public and How to Do It Right

Steve Cakebread


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From the CFO who brought Salesforce, Pandora, and Yext public, “The IPO Playbook” delivers an insider’s perspective of what it takes to prepare for a successful initial public offering.

Author Steve Cakebread walks readers through the ins and outs of taking your company public, from how to make the decision to do an IPO, to timing, preparation and execution, including building the right internal team and selecting external partners.

The book is both an invaluable reference guide and an enjoyable read that incorporates stories from Steve’s time creating three successful IPOs, and his earlier career at Autodesk, Silicon Graphics and Hewlett Packard.

“The IPO Playbook” has received endorsements from the President of the New York Stock Exchange, Stacey Cunningham, Salesforce Chairman and co-CEO Marc Benioff, Yext CEO Howard Lerman, CEO René Lacerte, CEO,, SolarWinds President and CEO Kevin Thompson, Stanford University Disruptive Technology and Digital Cities Executive Director Michael Steep, and Salesforce President and CFO Mark Hawkins, and Yext Senior Vice President Dominic Paschel.

Entrepreneurs who envision going public will find value on every page. --Kirkus Reviews on The IPO Playbook by Steve Cakebread


Steve Cakebread:
Steve Cakebread led the financial teams that took Yext, Pandora and Salesforce to successful initial public offerings. He is a recognized expert in preparing for IPOs, and is a regular speaker on the subject. Earlier in his career, Steve served as CFO for Autodesk, vice president of finance for Silicon Graphics (SGI), and director of finance for Hewlett-Packard. Steve earned his bachelor’s degree in business from the University of California, Berkeley, and his MBA with a focus on international finance from the Kelley School of Business at Indiana University.